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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,373 | $64,706-96.3% | $112,244-97.9% | $68,498-96.5% |
| Participation rate | 82.1% | 67.1%+15.0pp | 75.1%+7.1pp | 67.9%+14.3pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.46%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,478 | $3,565-30.5% | $4,728-47.6% | $4,027-38.5% |
| Admin fee / account holder | $122 | $5,231-97.7% | $6,411-98.1% | $5,403-97.8% |